Established in 2009, Midland Financial Solutions advises clients across the UK from our three Derbyshire offices. Our services include a wide range of personal and business financial planning from investments, pensions and inheritance tax and trusts to long term care and business exit strategies.
We have an excellent reputation for our high customer service standards and our comprehensive knowledge and are one of only 6% of UK financial advisors to hold the Chartered Financial Planner accreditation - the highest professional qualification it's possible to achieve.Individually tailored, independent, expert advice helping to secure your financial future.
We have an excellent reputation for our high customer service standards and our comprehensive knowledge and are one of only 6% of UK financial advisors to hold the Chartered Financial Planner accreditation - the highest professional qualification it's possible to achieve.Individually tailored, independent, expert advice helping to secure your financial future.
Services
We all want to finish working and enjoy a comfortable lifestyle, however, unfortunately a retirement with enough capital and income to provide you with the lifestyle you choose needs forward planning, and the legislation and regulation surrounding this topic can be particularly complicated.
Midland Financial Solutions can help you navigate this, often changeable area and develop the most productive plan for your retirement and, when you reach retirement age, we will continue to help you maximise your retirement income.
Midland Financial Solutions can help you navigate this, often changeable area and develop the most productive plan for your retirement and, when you reach retirement age, we will continue to help you maximise your retirement income.
We are committed providing the most up-to-date, independent expert advice to all of our clients and this approach starts from the moment we meet you. So, what can you expect if you get in touch? Firstly, there will be no 'hard sell', no immediate costs and no pressure. We grow our business by providing regular ongoing, long term, comprehensive financial advice and excellent customer service that our customers are proud to recommend.
We offer completely independent financial advice - this means we have NO ties to product providers and receive no financial incentives or benefits from any firms offering financial products. We are Chartered Financial Planners and we're proud to say that only 6% of financial advisors in the UK hold this accreditation.
At the outset of each client relationship we will explain who is to be the main point of contact within our firm; what we are going to do for the client; when we are going to do it; and how much it will cost. We will then keep clients advised of progress.
We will ask our clients to provide us with such information about themselves and their finances as may be necessary to enable us to provide suitable advice and to comply with our statutory obligations, and we will keep this information confidential.Whenever we recommend a financial product we will research the entire market for such products and recommend that which is most suitable for our clients.
We will ask our clients to provide us with such information about themselves and their finances as may be necessary to enable us to provide suitable advice and to comply with our statutory obligations, and we will keep this information confidential.Whenever we recommend a financial product we will research the entire market for such products and recommend that which is most suitable for our clients.
Can you rely on your business to deliver the retirement plan you have always dreamed of? Are you planning to sell your business to create this wealth or pass your business onto the next generation? At Midland Financial Solutions we have significant experience helping business owners to achieve their financial objectives and giving them peace of mind for their future.
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